Reported 8 months ago
Exploring the performance of Nvidia on the S&P 500 and its record-breaking rally, the analysis delves into whether investors should maintain interest in the tech giant. Despite Nvidia's impressive revenue gains and profitability, Theory Ventures General Partner Tomasz Tunguz advises caution, suggesting that increased competition may necessitate diversification into software, a move that could pose challenges for the company in the future. On the other hand, Tunguz views Microsoft as a 'good buy,' emphasizing its leadership in enterprise AI and substantial growth potential, although he notes concerns regarding its relationship with OpenAI.
Source: YAHOO